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Convert Simplii Financial statements to Excel

Simplii Financial has no branches, and its bank account statements are electronic: eStatements you open from Account Summary, kept for seven years. That's a long archive, but it's an archive of PDFs. This page covers what changes when you turn Simplii statements into a spreadsheet or an accounting import, and where they trip up copy-paste.

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98% of numbers correct on 82 hand-checked pages How we measure

How to get your Simplii Financial statement into Excel

  1. Download the PDF statement from Simplii Financial online banking

    • Sign in to Simplii online banking.
    • Select 'Account Summary', select the account, then 'View eStatements'.
    • Select the statement PDF for the month you need.
    • Save the statement for the period you need as a PDF.
    Go to Simplii Financial Online Banking

  2. Upload it here

    Scans and phone photos work too.

  3. Download Excel, CSV, or QuickBooks and Xero CSV

    Check the rows against the statement, then export.

Sample result

Your Simplii Financial statement in Excel

Made-up sample rows, not a real statement.

sample-statement-2026-01.xlsx Jan 2026 · CAD
Sample bank statement rows with made-up data, amounts in CAD
Date Debit Credit Balance
2026-01-02 Salary - Example Employer Ltd 2,500.00 3,500.00
2026-01-05 Card payment - Sample Grocery Co 120.00 3,380.00
2026-01-09 Rent - Placeholder Properties 1,200.00 2,180.00
2026-01-14 Transfer from savings 300.00 2,480.00
2026-01-20 Utility bill - Demo Energy Co 80.00 2,400.00
2026-01-27 Card payment - Fictional Coffee Co 15.00 2,385.00

Statement notes

What to know about Simplii Financial statements

Details that drop to a second line

Transfers and card purchases often show the recipient or merchant detail on a line of its own beneath the transaction. That second line is attached to the row above, so each transaction has one complete description and one amount.

Monthly, unless there's nothing to report

Bank account statements are monthly, except in months when the account has no balance and no activity. A dormant account can therefore skip months legitimately. If the period check flags a gap for an account you know was empty, that's the reason.

Seven years, cards included

Bank eStatements stay in online banking for seven years, and credit card eStatements are kept for seven years after they're posted. That's enough to rebuild a missing year of books from statements alone. Upload the months together and each period is checked against the next.

Owned by CIBC, statements of its own

Simplii is a division of CIBC, but it issues statements under its own name, in English only. If you also have CIBC accounts, convert those separately so each bank's periods and balances are checked on their own rather than mixed in one batch.

Output and review

From Simplii Financial PDF to your books

Accounting tip

Upload the converted CSV to the bank account in QuickBooks Online or Xero and map the columns when prompted; the QuickBooks-ready and Xero-ready versions need little or no adjustment. Sage Accounting can import bank transactions from a CSV as well.

  • Checked before export

    Opening balance plus transactions is checked against the closing balance. Duplicate or missing periods are flagged.

  • Export formats

    Excel, CSV, JSON, or QuickBooks and Xero CSV.

    Files for QuickBooks Online

    Files for Xero

  • Private workspace

    HTTPS uploads, kept private until you ask support to delete them.

FAQ

Simplii Financial statement questions

Can I convert a Simplii credit card statement?
Yes, from the PDF. Card statements show purchases and payments rather than deposits and withdrawals; they come out on opposite signs, and the total is compared with the balance on the statement so you can confirm every line came through.
What about the USD Savings Account?
Its statements convert the same way as the Canadian-dollar accounts. Amounts stay in US dollars, exactly as printed, so record them in a separate USD account rather than mixing them with Canadian-dollar activity.
Can I import converted Simplii Financial rows into QuickBooks or Xero?
Yes. Review the rows, then export a QuickBooks or Xero CSV.

Convert your Simplii Financial statement to Excel

Page 1 free, no sign-up to see it; just an email to download. The whole document is one payment: $3 up to 5 pages, $9 up to 25, priced by page count above that. No subscription.

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Canada

Next steps

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